Best Practices

Zingly at Finovate: Demonstrating Revenue Growth in CX

Finovate Demo: Grow Deposits by Maximizing Wallet Share
Written by
Zingly.ai
Published on
September 20, 2024

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At Finovate, the Zingly.ai team showcased a revolutionary shift in how financial institutions can maximize wallet share and grow deposits using AI-driven customer engagement. In an increasingly competitive landscape where the average U.S. consumer juggles multiple banking relationships, Zingly offers the tools to take back that market share and drive customer loyalty.

Zingly’s persistent digital rooms create seamless, always-on engagement between customers and financial institutions. Whether it’s reaching dormant customers, offering tailored financial products at the perfect moment, or helping customers discover more lucrative savings options, this finance-specific demo shows how Zingly combines generative AI with human expertise to elevate every interaction.

The demo highlighted three key outcomes:

1. Activating dormant customers: Zingly uses AI to identify opportunities and re-engage customers with personalized campaigns, turning missed opportunities into real revenue.

2. Streamlining the path from inquiry to intent: The platform automates initial customer conversations, provides real-time qualification, and connects leads to human experts at the right time, ensuring faster, more efficient conversion.

3. Optimizing customer relationships for greater growth: Zingly recognizes opportunities for upselling and cross-selling, guiding customers toward higher-value products with a blend of AI and human touchpoints.

Zingly isn’t just about automation—it’s about deepening customer relationships and growing deposits with intelligence and precision. Want to see how it’s done? Watch the full demo video and discover the future of financial customer engagement!